Ryan Poole Email & Phone Number

Conshohocken, Pa, Us

Conshohocken, Pa, Us

Responsible for providing senior management and executives with the analysis and information they need to make operational, financial, and strategic decisions. Build forecasts and models of future company performance.Perform quantitative analysis of financial data, and ad hoc analysis for executives as required.

Oaks, Pa, Us

• Analyze hedge/mutual fund pricing to ensure validity and accuracy by using various automation tools (Excel, VBA, Access) to create variance, trade vs. close, and profit and loss reports.• Developed macros in MS Excel and Access to improve upon existing procedures, automate daily processes and create additional value and depth to pricing checks.• Liaison between the front and back office in order to identify and address any potential risk that could impact P&L statements, NAV confirmations, etc.• Took a leadership role for additional responsibilities training new hires and our offshore team to delegate tasks and alleviate work load.

Oaks, Pa, Us

• Review and improve business operation processes to enhance efficiency and minimize manual error, by automating tedious tasks and editing workflows.• Worked with trade capture, corporate actions, and security setups team to help alleviate workload and automate and improve process efficiency.• Priced a variety of security types including asset-backed securities, fixed-income securities, future contracts, swaps, future options, and equites for mutual and hedge fund portfolios.